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As carteiras de ações mais recentes dos melhores investidores e fundos de hedge do mundo
AUM gigantesco
Mais de US$ 200 bilhões
AUM elevado
US$ 10 bi a US$ 200 bi
AUM médio
US$ 2 bi a US$ 10 bi
AUM reduzido
US$ 250 mi a US$ 2 bi
AUM micro
Menos de US$ 250 milhões
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1.000
2.500
5.000
10
50
100
250
500
1.000
2.500
5.000
| # | Nome | AUM |
AUM Crescimento |
AUM Cresc. % |
Trimestre Retorno est. |
Retorno est. (3 anos) | Participações em carteira | Rotatividade da carteira |
Período médio de posse (anos) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
3376
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| US$ 363 mi | +US$ 9,8 mi | +3% | 1,46% | 70,3% | 48 | 6,25% | 2,9 |
|
| 3377 |
3377
Horst & Graben Wealth Management
Portland,
Oregon
| US$ 363 mi | +US$ 4,71 mi | +1% | 0,83% | 55,1% | 143 | 11,89% | 1,1 |
|
| 3378 |
3378
Family Management
New York
| US$ 362 mi | -US$ 15,3 mi | -4% | 0,09% | 69% | 210 | 22,86% | 1,8 |
|
| 3379 |
3379
Working Capital Advisors (UK)
London,
United Kingdom
| US$ 362 mi | -US$ 8 mi | -2% | 33,7% | 24,8% | 1 | 0% | 0,8 |
|
| 3380 |
3380
Harfst & Associates
Sheridan,
Wyoming
| US$ 362 mi | +US$ 16,7 mi | +5% | 1,1% | 88,1% | 136 | 10,29% | 2,8 |
|
| 3381 |
3381
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| US$ 362 mi | -US$ 86,5 mi | -19% | 1,16% | 116% | 307 | 46,91% | 1,1 |
|
| 3382 |
3382
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| US$ 362 mi | +US$ 96,2 mi | +36% | 0,43% | 38,2% | 122 | 17,21% | 2,2 |
|
| 3383 |
SC
3383
Saybrook Capital
Winston Salem,
North Carolina
| US$ 361 mi | -US$ 5,08 mi | -1% | 0,51% | 72,5% | 51 | 1,96% | 6,1 |
|
| 3384 |
3384
Barry Investment Advisors
New Bedford,
Massachusetts
| US$ 361 mi | -US$ 12,2 mi | -3% | 1,52% | 66,7% | 126 | 11,11% | 2,4 |
|
| 3385 |
3385
Mosaic Family Wealth
St. Louis,
Missouri
| US$ 361 mi | +US$ 14,7 mi | +4% | 0,75% | 85,2% | 181 | 13,26% | 3,7 |
|
| 3386 |
GF
3386
Greenfield FTC
Reno,
Nevada
| US$ 361 mi | -US$ 143 mi | -28% | 0,32% | 75,4% | 4 | 0% | 0,8 |
|
| 3387 |
3387
Essex LLC
Deer Park,
Illinois
| US$ 361 mi | – | – | 1% | 91,4% | 168 | – | 0 |
|
| 3388 |
3388
Bank Pictet & Cie (Asia)
Singapore
| US$ 360 mi | +US$ 3,27 mi | +0,9% | 0,32% | 30,4% | 98 | 13,27% | 2,8 |
|
| 3389 |
3389
Monarch Capital Management
Fort Wayne,
Indiana
| US$ 360 mi | +US$ 9,7 mi | +3% | 0,83% | 77% | 119 | 7,56% | 5,4 |
|
| 3390 |
3390
Meridian Wealth Advisors
Austin,
Texas
| US$ 359 mi | +US$ 5,84 mi | +2% | 0,24% | 79,9% | 201 | 5,97% | 1,8 |
|
| 3391 |
WCMN
3391
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| US$ 359 mi | +US$ 2,54 mi | +0,7% | 0,59% | 121% | 48 | 8,33% | 4,7 |
|
| 3392 |
3392
Beck Bode LLC
Dedham,
Massachusetts
| US$ 359 mi | -US$ 3,72 mi | -1% | 0,17% | 155% | 343 | 79,3% | 0,3 |
|
| 3393 |
3393
Forest Hill Capital
Little Rock,
Arkansas
| US$ 358 mi | +US$ 23 mi | +7% | 3,92% | 112% | 42 | 7,14% | 4 |
|
| 3394 |
3394
Benedict Financial Advisors
Atlanta,
Georgia
| US$ 358 mi | -US$ 1,92 mi | -0,5% | 1,05% | 72,4% | 135 | 11,85% | 4,1 |
|
| 3395 |
3395
Univest Financial
Souderton,
Pennsylvania
| US$ 358 mi | -US$ 6,11 mi | -2% | 0,71% | 82,6% | 113 | 7,08% | 3,8 |
|
| 3396 |
NIC
3396
Northwest Investment Counselors
Lake Oswego,
Oregon
| US$ 358 mi | -US$ 3,68 mi | -1% | 0,38% | 32,4% | 148 | 8,11% | 5,8 |
|
| 3397 |
H2CM
3397
H/2 Credit Manager
Stamford,
Connecticut
| US$ 358 mi | +US$ 60,8 mi | +20% | 1,14% | 97,4% | 12 | 16,67% | 0,6 |
|
| 3398 |
3398
BSW Wealth Partners
Boulder,
Colorado
| US$ 358 mi | -US$ 5,89 mi | -2% | 0,64% | 75,4% | 275 | 22,91% | 2,2 |
|
| 3399 |
3399
Iowa State Bank
Urbandale,
Iowa
| US$ 358 mi | +US$ 1,24 mi | +0,3% | 0,74% | 85,7% | 122 | 6,56% | 4,6 |
|
| 3400 |
3400
tru Independence
Portland,
Oregon
| US$ 358 mi | +US$ 18 mi | +5% | 2,75% | 67,4% | 349 | 65,33% | 0,6 |
|